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Nonprofit · EIN 65-0533522

BERRY EDUCATIONAL TRUST INC

Tax-exempt · LONGBOAT KEY, FL 34228

Financials

$15K$14K2023$15K$10K2024
Revenue Expenses · by fiscal year end
Financials of BERRY EDUCATIONAL TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$15,220$10,100$5,120$206,799$0$206,799
December 31, 2023990-PF$14,954$13,560$1,394$201,679$0$201,679
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$5,178
Net gain from sales of assets
$10,042

Expenses

Grants and similar amounts paid
$10,100
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,100
Excise tax on investment income
$212

Balance sheet and other

Total assets, start of year
$201,679
Total assets, end of year
$206,799
Total liabilities, end of year
$0
Net assets, end of year
$206,799
Fair market value of assets
$240,128
Qualifying distributions
$10,100
Net investment income
$15,220

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CAROLYN BERRY WILSON
1465 GULF OF MEXICO DRIVE B-406, LONGBOAT KEY, FL 34228
TRUSTEE0$0
REBECCA BERRY
516 GARDENBROOK TRAIL, BELMONT, NC 28012
TRUSTEE0$0
DAVID E BERRY
1465 GULF OF MEXICO DRIVE B-406, LONGBOAT KEY, FL 34228
TRUSTEE0$0
BRIAN BERRY
121 PECKHAM ST SW, PORT CHARLOTTE, FL 33952
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CAROLYN BERRY WILSON
1465 GULF OF MEXICO DRIVE B-406, LONGBOAT KEY, FL 34228
TRUSTEE0$0
REBECCA BERRY
516 GARDENBROOK TRAIL, BELMONT, NC 28012
TRUSTEE0$0
DAVID E BERRY
1465 GULF OF MEXICO DRIVE B-406, LONGBOAT KEY, FL 34228
TRUSTEE0$0
BRIAN BERRY
121 PECKHAM ST SW, PORT CHARLOTTE, FL 33952
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1465 GULF OF MEXICO DRIVE B-406, LONGBOAT KEY, FL 34228-3447
In care of
% CAROLYN BERRY WILSON
Signed the 990-PF
CAROLYN BERRY WILSON, TRUSTEE
Phone
(808) 531-3400
Return prepared by
ACCUITY ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-0533522
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$206,799
Income (IRS master file)
$25,947

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$15,220$10,100$206,799XML
990-TDecember 2024–––IRS
990-PFDecember 2023$14,954$13,560$201,679XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about BERRY EDUCATIONAL TRUST INC

What is the EIN of BERRY EDUCATIONAL TRUST INC?
The employer identification number (EIN) of BERRY EDUCATIONAL TRUST INC is 65-0533522.
Is BERRY EDUCATIONAL TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to BERRY EDUCATIONAL TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERRY EDUCATIONAL TRUST INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERRY EDUCATIONAL TRUST INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERRY EDUCATIONAL TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BERRY EDUCATIONAL TRUST INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BERRY EDUCATIONAL TRUST INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,220, expenses of $10,100 and total assets of $206,799 at year end.

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